Marketing Tips

Search Engine Optimization

advisors4advisors
  SHARE
Learn the top factors that affect your search listings, tips for website construction, how to develop and organize SEO-friendly content, how to use Google My Business, and the importance of social media on SEO.
DOWNLOAD PDF
 

Email Marketing Tips

advisors4advisors
  SHARE
Learn about compliance, how to build your list, get suggestions on how to create a strong cam-paign, master the art of creating a powerful email, get tips on lay-out, learn how to create strong calls-to-action, and get subject line DOs and DON’Ts.
DOWNLOAD PDF
 

Segmenting Clients

Do you segment your clients? On one hand, I believe that all clients deserve our very best. After all, we are entrusted with their life savings. Yet, on the other hand, how can we help but notice differences in clients and then treat them differently? By segmenting clients, are we doing them a disservice or are we customizing our services?

In my view, there are two ways to segment clients: 1) by type of clients and 2) by profitability. We read a lot about how to attract various types of clients, such as physicians, women, widows/divorcees, high net worth, business owners, etc. I'm in agreement that certain client groups require specific expertise. For example, specialized knowledge is required in the areas of tax and financial strategies for the sale of a small business, or tax and financial impacts of divorce. I disagree with the notion that certain "groups" represent a separate market segment. 
 
For example, I don't think that "women" should be viewed as a market segment. It is true that some male advisors might need training on how to communicate better with women (and some female advisors might need training on how to communicate better with men). Communication skills can always be improved. However, women do not - as a group - have different financial needs than men.  
 
So, when thinking about segmenting clients based on type, I recommend considering how each group's needs differ from others. From there, you can build expertise to better serve your current clients while building your reputation in that segment to attract new clients. 
 
Segmenting clients based on profitability is important from a practice management standpoint. I will discuss this in my next article. 

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

SCHEDULE A DEMO